Gravity Forms + Lawmatics + PracticePanther Legal Software Integrations

How to connect Gravity Forms + Lawmatics + PracticePanther Legal Software

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Do even more with Gravity Forms + Lawmatics + PracticePanther Legal Software

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Gravity Forms, Lawmatics, and PracticePanther Legal Software. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- FormRequired
- Use Admin Field Labels?
Trigger
Instant
Try It
- FormRequired
Action
Write
Appointment Created
Triggers when an Appointment is created.
Trigger
Scheduled
Try It
- Custom FormRequired
Trigger
Scheduled
Try It
New Note Created
Triggers when a new Note is created.
Trigger
Scheduled
Try It

Matter Updated
Triggers when a Matter is updated.
Trigger
Scheduled
Try It
- First NameRequired
- Last Name
- Email
- Phone
- Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Note
Action
Write

- First NameRequired
- Last Name
- Email
- Phone
- Title
- Case Blurb
- Case Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Actual Value in Cents
- Estimated Value in Cents
- Lead Cost in Cents
Action
Write
- IdRequired
- First NameRequired
- Last Name
- Email
- Phone
- Title
- Case Blurb
- Case Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Actual Value in Cents
- Estimated Value in Cents
- Lead Cost in Cents
- Note
Action
Write
- Search TypeRequired
- ValueRequired
Action
Search
- IDRequired
Action
Search
New Bank Account
Get Bank Accounts.
Trigger
Scheduled
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Scheduled
Try It
- Matter
- Billed By
- Expense Category
- Contact
Trigger
Scheduled
Try It
- Matter
- Contact
Trigger
Scheduled
Try It
- Assigned To
- Contact Tag
- Matter Tag
- Status
- Contact
Trigger
Scheduled
Try It
- Matter
- Account Type
  Trust / Operating.
- Contact
Trigger
Scheduled
Try It
- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Scheduled
Try It
New User
Triggers when a new user is created.
Trigger
Scheduled
Try It
- TypeRequired
- NameRequired
Action
Write
- From - Email AddressRequired
- To - Email AddressRequired
- To - Display Name
- SubjectRequired
- DateRequired
- Contact
- Matter
- BodyRequired
- From - Display Name
Action
Write
- Contact
- Quantity
- MatterRequired
- DateRequired
  The date this expense took place.
- Price
- Billable?Required
  Set this to true to indicate this expense is billable to the client and should be added to an invoice.
- Description
  Description for this expense. Will be included on the invoice to the customer if this expense is billable.
- Billed By
- Category
Action
Write
- NameRequired
- RateRequired
- Code
- Description
Action
Write
- DateRequired
- SubjectRequired
- UserRequired
- Contact
- Matter
- Note
- Tags
  Pick from the list of tags, or use the custom value to create your own.
Action
Write
- ContactRequired
- MatterRequired
- Billed ByRequired
- Billable?Required
- DateRequired
- Hourly Rate
  Specify an hourly rate, or leave blank for user default rate.
- Description
  Time entry description. Visible to the client on the invoice.
- Hours
- Item
- Private Notes
  Internal notes. Not visible on the invoice.
Action
Write
- Contact
  You can filter your results to return matters only for a specific contact. If you don't know the Contact, you can add another Search Step to your Zap before this one to find a Contact.
- Search TextRequired
  Please enter matter name or number.
Action
Search
- Search TextRequired
  Enter full name, email or phone number.
- UserRequired
- Company Name
- Tags
- First Name
- Middle Name
- Last Name
- Email
- Mobile #
- Home #
- Office #
- Fax #
- Address Street 1
- Address Street 2
- Address City
- Address State/Province
- Address Zip/Postal Code
- Address Country
Action
Search or write

- FormRequired
Action
Write
Matter Converted
Triggers when a PNC Matter is converted.
Trigger
Scheduled
Try It
Contact Created
Triggers when a Contact is created.
Trigger
Scheduled
Try It
Custom Form Added
Triggers when a Custom Form is added.
Trigger
Scheduled
Try It
Matter Added
Triggers when a Matter is created.
Trigger
Scheduled
Try It
- Event NameRequired
- All DayRequired
- Start DateRequired
- End DateRequired
- Attendee TypeRequired
- Attendee IDRequired
- DescriptionRequired
- Reminder period
- Reminder unit
Action
Write
- Custom FormRequired
Action
Write
- IdRequired
- First NameRequired
- Last Name
- Email
- Phone
- Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Note
- Tag
Action
Write
- Search TypeRequired
- ValueRequired
Action
Search
- IDRequired
Action
Search
- Assigned To
- Tag
Trigger
Scheduled
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Scheduled
Try It
- Contact
- Matter
- Tag
- Assigned to User
Trigger
Scheduled
Try It
New Expense Category
Triggers when a new expense category is created.
Trigger
Scheduled
Try It
New Item
Triggers when a new item is created.
Trigger
Scheduled
Try It
- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Scheduled
Try It
- Matter
- Contact
Trigger
Scheduled
Try It
- Contact
- Matter
- Billed By
Trigger
Scheduled
Try It
- UserRequired
- Company Name
- Tags
- First Name
- Middle Name
- Last Name
- Email
- Mobile #
- Home #
- Office #
- Fax #
- Address Street 1
- Address Street 2
- Address City
- Address State/Province
- Address Zip/Postal Code
- Address Country
Action
Write
- SubjectRequired
  Subject of the call.
- Date/TimeRequired
- DurationRequired
- DirectionRequired
  Inbound/Outbound.
- UserRequired
- Contact
- Matter
- Notes
- Tags
Action
Write
- SubjectRequired
- Start Date/TimeRequired
- End Date/TimeRequired
- All Day Event?Required
- UserRequired
- Matter
- Contact
- Notes
- Location
- Tags
  Select from list of tags, or use the custom value to create your own.
Action
Write
- NameRequired
Action
Write
- ContactRequired
- Matter NameRequired
- StatusRequired
- UserRequired
- Matter Number
  Choose any number for this matter. When you create your next matter, it will automatically be incremented by the following number. Also used as the matterID for LEDES billing.
- Notes
- Statute of Limitations Date
- Open Date
  The date this matter was opened.
- Close Date
  The date the matter was closed.
- Tags
  Choose from the dropdown list, or use the custom value to create your own.
Action
Write
- UserRequired
- SubjectRequired
- Contact
- Matter
- Status
- Notes
- Due Date
- Tags
  Select from list of tags, or use custom value to create your own.
Action
Write
- Search TextRequired
  Enter full name, email or phone number.
Action
Search
- Email AddressRequired
  The email address of the user in PracticePanther.
Action
Search
- Contact
  You can filter your results to return matters only for a specific contact. If you don't know the Contact, you can add another Search Step to your Zap before this one to find a Contact.
- Search TextRequired
  Please enter matter name or number.
- ContactRequired
- Matter NameRequired
- StatusRequired
- UserRequired
- Matter Number
  Choose any number for this matter. When you create your next matter, it will automatically be incremented by the following number. Also used as the matterID for LEDES billing.
- Notes
- Statute of Limitations Date
- Open Date
  The date this matter was opened.
- Close Date
  The date the matter was closed.
- Tags
  Choose from the dropdown list, or use the custom value to create your own.
Action
Search or write

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How Gravity Forms + Lawmatics + PracticePanther Legal Software Integrations Work

Step 1: Authenticate Gravity Forms, Lawmatics, and PracticePanther Legal Software.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Gravity Forms + Lawmatics + PracticePanther Legal Software

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Learn more

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About Lawmatics

Lawmatics is the #1 Intake and Marketing Automation platform for the modern Law Firm.

Learn more

Related categories

Marketing Automation

About PracticePanther Legal Software

PracticePanther is a practice management software used by numerous legal practitioners worldwide to automate their firms.

Learn more

Related categories

CRM (Customer Relationship Management)

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Gravity Forms + Lawmatics + PracticePanther Legal Software Integrations

How to connect Gravity Forms + Lawmatics + PracticePanther Legal Software

Do even more with Gravity Forms + Lawmatics + PracticePanther Legal Software

Form Submission

Use Admin Field Labels?

Submit Form

FormRequired

Appointment Created

Filled Out a Form

Custom FormRequired

New Note Created

Matter Updated

Create Contact

First NameRequired

Last Name

Email

Phone

Title

Street

Street 2

City

State

Zipcode

Middle Name

Citizenship

Driver License

Name Prefix

Name Sufix

Informal Name

Marital Status

Hobbies

Bio

Birthdate

Social Security

Note

Create Matter

First NameRequired

Last Name

Email

Phone

Title

Case Blurb

Case Title

Street

Street 2

City

State

Zipcode

Middle Name

Citizenship

Driver License

Name Prefix

Name Sufix

Informal Name

Marital Status

Hobbies

Bio

Birthdate

Social Security

Actual Value in Cents

Estimated Value in Cents

Lead Cost in Cents

Update Matter

IdRequired

First NameRequired

Last Name

Email

Phone

Title

Case Blurb

Case Title

Street

Street 2

City

State

Zipcode

Middle Name

Citizenship

Driver License

Name Prefix